Account Type***** *****Account Owner*** ******Account Opps/Deals****** ***Closed Won • Oct 24***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Emoney AdvisorAdvisory Financial Planning Practice Management ConsultantJun 14 - PresentAmerican Golf CorporationPro Shop AttendantSep 11- May 12
Paul JoyauxPartner Senior Wealth ManagerView Profile, paul joyauxKieran CampionEquity And M A AdvisoryView Profile, kieran campionAmit TeslerFinancial Pension AdvisorView Profile, amit tesler